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Earl Samual Greer

State Farm Investment Management Corp.

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About Earl Samual Greer

Earl Greer is a financial advisor with over 25 years of experience in the industry. Earl is registered with State Farm Investment Management Corp. and is a Series 6, 7, 63, and 65 licensed representative. Earl also holds the designation of Chartered Financial Consultant. Earl has a strong background in securities, insurance and financial planning. Earl has held previous registrations with Washington Square Securities, Inc., and Walnut Street Securities, Inc. Earl specializes in helping clients with their investment needs.

Firm Information

Earl Greer is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Earl Greer’s Registration & Firm History

OK

08/09/2018 - Present

State Farm Investment Management Corp. (Shawnee OK)

CT

04/02/1998 - 07/02/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CA

02/25/1997 - 04/02/1998

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 06/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Earl Samual Greer.
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